Stanford University Law School - Securities Class Action Clearinghouse



               IN THE UNITED STATES DISTRICT COURT
                FOR THE NORTHERN DISTRICT OF TEXAS
                         DALLAS DIVISION

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MARC S. WERNER, on behalf of himself |
and all others similarly situated,   |   No. 3-96CV1795-P
                                     |
                                     |
                    Plaintiff,       |
                                     |
          -against-                  |
                                     |   JURY TRIAL DEMANDED
                                     |
PRONET INC., JACKIE R. KIMZEY, DAVID |
J. VUCINA, JAN E. GAULDING, LEHMAN   |
BROTHERS, and GOLDMAN, SACHS & CO.,  |
                                     |
                    Defendants.      |
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                  COMPLAINT - CLASS ACTION

     Plaintiff Marc S. Werner, by counsel, alleges upon knowledge

with respect to himself, and upon information and belief with

respect to all other matters, as follows:


                       I. JURISDICTION

     1.   The claims asserted arise under sections 11, 12(2) and

15 of the Securities Act of 1933 (the "Securities Act"), 15

U.S.C. §§ 77k, 77l and 77o and the rules promulgated thereunder

by the Securities and Exchange Commission ("SEC"), and Article

581-33 of the Texas Securities Act.

     2.   Jurisdiction is conferred upon this Court by Section 22

of the Securities Act, 15 U.S.C. §77v and 28 U.S.C. §§1331 and

1367(a).

                         [missing text]




this judicial district. In addition, ProNet Inc.'s ("ProNet" or the "Company") principal offices are located in this district, at 6340 LBJ Freeway, Dallas, Texas. 4. In connection with the acts alleged herein, the defen- dants, directly or indirectly, used the means and instrumentali- ties of interstate commerce, including the United Stated mails. II. PARTIES 5. Plaintiff Marc S. Werner ("Werner") purchased and sold shares of ProNet common stock, as follows: (a) On or about May 30, 1996, plaintiff purchased 5,000 shares of ProNet common stock on the Secondary Equity Offering (defined herein) pursuant to the Stock Prospectus and Registration Statement (defined herein) at a price of $25.00 per share. (b) On or about June 6, 1996, plaintiff sold 2,000 shares of ProNet common stock at a price of $23.875 per share. 6. Defendant ProNet is a corporation organized under the laws of the State of Delaware. Defendant ProNet is a provider of wireless messaging services and securities services. As of March 31, 1996, ProNet had approximately 7,069,328 shares of common stock outstanding. Its stock trades on the NASDAQ National Market System, and open, efficient and well-developed market in which the price of the Company's stock reflects publicly disseminated information. 7. Defendant Jackie R. Kimzey ("Kimzey") was the founder of the Company. (Stock Prospectus at 48). At all relevant 2
times, he was the Chairman of the Board of Directors, the Chief Executive Officer and a Director of ProNet. (Stock Prospectus at 48). For the year ended December 31, 1994, defendant Kimzey received $299,879 in salary plus additional compensation from ProNet. (Proxy Statement dated April 25, 1995). As of March 31, 1996, defendant Kimzey owned 150,189 shares of ProNet common stock, or 2.ll% of its outstanding shares. (Stock Prospectus at 50). In his capacity as an officer and director of ProNet, defendant Kimzey signed the Company's Registration Statement dated May 29, 1996, as well as the Company's Form 10-K and Letter to Shareholders for the year ended December 31, 1995. 8. Defendant David J. Vucina ("Vucina"), at all relevant times, was the President, Chief Operating Officer and a Director of ProNet. (Stock Prospectus at 48). As of March 31, 1996, defendant Vucina owned 47,469 shares of ProNet common stock. (Stock Prospectus at 50). For the year ended December 31, 1994, defendant Vucina received $267,476 in salary plus other compensation from ProNet. (Proxy Statement dated April 25, 1994). In his capacity as an officer and director of ProNet, defendant Vucina signed the Company's Registration Statement dated May 29, 1996, as well as the Company's Form 10-K and Letter to Shareholders for the year ended December 31, 1995. 9. Defendant Jan E. Gaulding ("Gaulding"), at all relevant times, was the Senior Vice President, Treasurer and Chief Financial officer of ProNet. (Stock Prospectus at 48). As of March 31, 1996, defendant Gaulding owned 74,850 shares of ProNet 3
common stock, or 1.05% of its outstanding shares. (Stock Prospectus at 50). In her capacity as an officer and director of ProNet, defendant Gaulding signed the Company's Registration statement dated May 29, 1996, as well as the Company's Form 10-K for the year ended December 31, 1995 and Form 10-Q for the quarter ended March 31, 1996. 10. Defendant Lehman Brothers ("Lehman") is a national brokerage and investment banking firm. Defendant Lehman's principal place of business is 3 World Financial Center, New York, New York, and it conducts business in Texas. Defendant Lehman was a co-lead underwriter of a syndicate of 16 underwriters of the Secondary Equity Offering and the Senior Note Offering conducted on May 31, 1996. As the underwriter of the Offerings, Lehman was responsible for the proper performance of due diligence in accordance with the requirements of the securi- ties laws. 11. Defendant Goldman, Sachs & Co. ("Goldman") is a national brokerage and investment banking firm. Defendant Goldman's principal place of business is 85 Broad Street, New York, New York and it conducts business in Texas. Defendant Goldman was a co-lead underwriter of a syndicate of 16 underwriters of the Secondary Equity Offering and Senior Note Offering. As the underwriter of the Offerings, Lehman was responsible for the proper performance of due diligence in accordance with the requirements of the securities laws. 4
12. Defendants Lehman and Goldman are sometimes referred to as the "Underwriter Defendants." Defendants Kimzey and Vucina are sometimes referred to as the "Individual Defendants." 13. Each of the defendants is liable as a direct partici- pant in of the wrongs complained of herein. 14. The Individual Defendants, because of their positions of control and authority as executive officers, directors and/or controlling shareholders of ProNet, were able to and did, directly or indirectly, control the contents of the various financial reports and statements, reports to shareholders, press releases of ProNet. As officers, directors and/or controlling shareholders of ProNet, the Individual Defendants had a duty to promptly disseminate accurate and truthful information with respect to ProNet's operations, business practices, and financial condition and results, or to cause and direct that such information be disseminated so that the market price of the Company's stock would be based on truthful and accurate informa- tion. The Individual Defendants participated in the wrongdoing complained of herein in order to continue and prolong a distorted and misleading appearance of ProNet's financial condition, internal controls, and business prospects, so that they could protect their executive and/or director positions and the substantial compensation, benefits and prestige they obtained thereby. 15. The Underwriter Defendants engaged in the misconduct described herein in order to reap the enormous commissions and 5
fees derived from the Offerings described herein, and to continue to participate in Offerings by ProNet. In the Secondary Equity Offering, the underwriting syndicate reaped fees and discounts of $4,720,000. (Stock Prospectus at 1). In the Senior Note Offering, the underwriting syndicate received a discount of $3.6 million and concession of up to $300,000. (Senior Note Prospectus at 2, 74). In addition, defendant Lehman acted as one of the agents for ProNet in obtaining a credit facility of $300,000,000 from a syndicate of lenders to provide acquisition funding, and itself pledged $50 million. (Form S-3, June 6, 1996; Bank Loan Report, June 10, 1996). III. CLASS ACTION ALLEGATIONS 16. Plaintiff brings this action as a class action pursuant to Rules 23(a) and (b)(3) of the Federal Rules of Civil Procedure. 17. Plaintiff seeks relief on behalf of himself and all other persons who purchased ProNet common stock between May 30, 1996 and June 24, 1996, inclusive (the "Class Period"). Excluded from the Class are the defendants herein, members of the immediate family of each of the Individual Defendants, and affiliates, successors and assigns of the individual and corporate defendants. 18. Thousands of persons are members of the Class. As a result, joinder of all class members in a single action is impracticable. 6
19. Plaintiff is typical of the Class, inasmuch as he is a member of the Class and his claims are typical of the claims of all class members. Plaintiff will fairly and adequately protect the interests of the members of the Class. Plaintiff has retained competent counsel experienced in class action securities litigation. Plaintiff has no interests that are adverse or antagonistic to those of the Class. Plaintiff's interests are to obtain relief for himself and for the Class for the harms arising out of the violations of law set forth herein. 20. Notice to the claims can be provided to such record owners via first class mail and or publication using techniques and a form of notice similar to those customarily used in class action litigation arising under the federal securities laws. 21. Common questions of law and fact exist in this action, including, inter alia: (a) whether defendants violated the federal and state securities laws, by making materially misleading misstatements and omissions in the Company's filings with the SEC, as well as other public filings, press releases and other publicly disseminated documents during the Class Period; (b) whether defendants, by their wrongful conduct, created a fraud on the market for ProNet's common stock, and caused plaintiff and the Class to suffer damages. 22. The questions of fact and law that are common to the Class herein predominate over any questions solely affecting individual members. 7
23. A class action is superior to other available methods for the fair and efficient adjudication of the controversy. It would be impracticable and undesirable for each of the members of the Class who has suffered harm to bring separate actions; in addition, the bringing of such actions would put a substantial and unnecessary burden on the courts, while a single class action can determine the rights of all class members with judicial economy. IV. SUBSTANTIVE ALLEGATIONS 24. In 1993, having traditionally provided paging services solely to subscribers in the healthcare industry, ProNet changed its business focus to concentrate on the broader commercial and retail markets. (Secondary Equity Offering Prospectus dated May 30, 1996 ("Stock Prospectus") at 3; Form 10-Q for the first quarter ended March 31, 1996 at 5, 7). 25. Indeed, between March 1, 1994 and March 31, 1996, the Company completed 25 acquisitions, adding 678,200 subscribers. (Stock Prospectus at 3; Form 10-Q for the first quarter ended March 31, 1996 at 5, 7; Business Wire, April 26, 1996). 26. Further, ProNet's revenue had grown exponentially (by approximately 66.5%) -- from $33.074 million for the year-ended December 31, 1994 to $66.144 million for the year-ended December 31, 1995. Along with this dramatic revenue growth, ProNet's common stock price similarly grew from $14.50 on December 30, 1994 to $29.50 on December 29, 1995. 8
27. This rapid expansion focused primarily in five geographic regions service by "SuperCenters" located in Charlotte, Chicago, Houston, Los Angeles, and New York. In April 1996, the Company announced the achievement of three events which purportedly "solidified its position as one of the leading wireless messaging providers in the United States." (Stock Prospectus at 4). 28. Despite these positive signs of growth, ProNet also had dramatically increased expenses (including depreciation and amortization expenses arising from its acquisitions), causing the Company to report a net loss of $7.619 million for the year-ended December 31, 1995 as compared with net income of $693,000 for the year-ended December 31, 1994. ProNet's Acquisition of Teletouch Communications Inc. 29. First, on or about April 16, 1996, defendants announced that the Company had entered into an agreement and plan of merger with Teletouch Communications, Inc. ("Teletouch"), stating that the acquisition would make ProNet the fourth largest paging company in the United States. (Business Wire, April 16, 1996; The Dallas Morning News, April 17, 1996; The New York Times, April 17, 1996). 30. The acquisition of Teletouch was critical to strengthening the Company's competitive position in the southern United States, where Teletouch had 310,720 subscribers. In addition, this market was purportedly less competitive than larger metropolitan markets, and would permit ProNet to increase 9
its average revenue per unit. The integration of [illegible text] also allegedly reduce the Company's costs through economies of scale, expanded continuous signal and sales coverage, and increased retail distribution. (Stock Prospectus at 4) 31. The transaction, valued at approximately $181 million, required ProNet to pay nearly $75 million in common stock, take on $91,000,000 of debt, and pay cash for almost $15 million of preferred stock. (Business Wire, April 16,1996; Computergram International, April 25, 1996; The New York Times, April 17, 1996). 32. Teletouch had the right to terminate the agreement if the Average Closing Price (for the 20 trading days beginning 22 trading days prior to the scheduled closing of the acquisition) was less than $20.75 per share. (Stock Prospectus at 51). ProNet's Acquisition of the Motorola Inc. License 33. On or about April 8, 1996, defendants announced that ProNet had signed a nonbinding letter of intent with Motorola Inc. to acquire Motorola's nationwide 931.9125 MHz radio common carrier license and related equipment. (Communications Today, April 9, 1996; Land Mobile Radio News, April 12, 1996). On or about April 24, the Company announced the signing of a definitive agreement to purchase the license and equipment from Motorola. (Land Mobile Radio News, April 26, 1996; Communications Today, 10
April 25, 1996; Dow Jones News Service, April 24,1996; The Wall Street Journal, April 24, 1996). 34. The Company indicated that it planned to financed the transaction through its bank credit line and close in the middle of 1996. (Dow Jones News Service - Wall Street Journal Stories, April 24, 1996). 35. The Company needed Motorola's nationwide license in order to use an exclusive nationwide frequency as a platform to expand on a cost-effective basis into attractive markets within and contiguous to the Company's SuperCenters, . . . to develop regional and national distribution alliances with a variety of other communications service providers, . . . [and to have] the flexibility to focus on acquisition candidates that offer distribution enhancements, economies of scale and market expansion opportunities rather than acquisitions that would supplement the Company's spectrum resources. (Stock Prospectus at 4). ProNet's Acquisition of Pac-West Telecom Inc., Strategic Products Corp., and Ventures in Paging L.C. and Georgialina Communication Co. 36. On or about April 30, 1996, the Company announced that it had signed a definitive agreement to merge with Pac-West Telecomm Inc. in a deal valued at $19,000,000. At the same time, the Company reported that it had agreed to acquire the stock of Strategic Products Corp. (Computergram International, April 30, 1996). 37. On or about May 7, 1996, the Company announced that it had signed a letter of intent to purchase all of the outstanding capital stock of Georgialina Communication Co. and affiliates for 11
approximately $11.6 million. (Dow Jones News Service, May 7, 1996; Business Wire, May 7, 1996). 38. The Company also announced that it had signed a letter of intent to purchase substantially all of the assets of Ventures in Paging L.C. for an approximate purchase price of $6.1 million. (Dow Jones News Service, May 7, 1996; Business Wire, May 7, 1996). The May 30-31, 1996 Public Securities Offerings 39. ProNet conducted an offering of 4,000,000 shares of ProNet common stock at a price of $25.00 per share, yielding proceeds of $100,000,000 on or about May 30, 1996 ("Secondary Equity Offering"). (Stock Prospectus at 1). The next day, ProNet conducted an offering of $120,000,000 worth of 10 7/8% senior subordinated notes due 2006 ("Senior Note Offering"). (Senior Subordinated Note Offering Prospectus ("Note Prospectus") dated May 31, 1996 at 1). Through these two Offerings, defendants raised approximately $220,000,000, before underwriter commissions and fees. 40. The Company announced that the proceeds of both the $100 million Secondary Equity Offering and $120 million Senior Note Offering were to be used to, inter alia: (i) refinance $88 million of outstanding Teletouch bank debt and accrued interest anticipated to be outstanding at the time of the closing of the Teletouch Acquisition; (ii) to repay $10 million in aggregate principal amount of Teletouch's 14% senior subordinated notes due 2003; (iii) to redeem approximately $17 million in liquidation preference of, and accrued and unpaid dividends on, Teletouch preferred stock; (iv) to 12
fund the $43 million cash acquisition of the Nationwide License [from Motorola]; (v) to pay approximately $9 million to fund the cash portion of the purchase price of PacWest; (vi) to pay approximately $12 million to fund the purchase price of Georgialina; (vii) to pay approximately $6 million to fund the purchase price of VIP; (viii) to repay approximately $27 million of borrowings outstanding under the Credit Facility. (Stock Prospectus at 11). 41. ProNet's dramatic growth strategy required enormous amounts of capital. Defendants knew that they would have to conduct huge equity and debt offerings to finance ProNet's expansion. 42. Many factors threatened defendants' ability to raise capital, however. 43. ProNet's acquisition strategy negatively impacting its financial results. While ProNet was profitable from 1991 through 1994, the acquisitions resulted in the issuance of additional debt and the incurring of significantly greater depreciation, amortization and interest expenses, which rendered the Company unprofitable in 1995 and the first quarter of 1996. (Stock Prospectus at 8). These factors presented substantial obstacles to raising capital at favorable prices. 44. ProNet's desperate drive for market share also necessitated that ProNet vastly increase its subscriber base. Toward this end, ProNet commenced two reseller incentive programs in November 1995, in which it offered discounts to resellers who achieved certain sales quotas and agreed to sell exclusively ProNet's services. 13
45. ProNet's move into the commercial market and the change in subscriber base also caused a decline in average revenues per unit, since the Company's subscriber base shifted from leased to COME pagers, which do not general leasing fees. (Form 10-Q at 9). While the Company anticipated continuing declines, defendants pointed to the expansion of the reseller operations as a solution to this problem. (Form 10-Q at 9). Failure of Reseller Program, Which Threatened Ability to Raise Capital 46. Nevertheless, the reseller incentive program did not provide ProNet with the benefits the Company sought. Rather, in response to the commencement of the reseller incentive program, ProNet's competitors lowered prices in order to draw resellers away from the Company. For example, in the Houston Market, companies such as Paging Network Inc. ("Page Net"), MobileMedia Corporation ("MobileMedia"), and MobileComm began to decrease prices, and thereby attracted resellers who purportedly were signed to exclusive contracts with ProNet. 47. Armed with offers of better prices from ProNet's competitors, resellers insisted that the Company lower its prices. This "reseller revolt" put pressure on the Company to decrease its prices. 48. As a result, the Company suffered decreased cash flow, revenues, and profits. 49. Had defendants even hinted at the negative impact of the reseller program on ProNet's operations and financial 14
results, the Offerings and pending acquisitions would have had little chance of being completed, especially at the prices contemplated. 50. As a result, defendants began a campaign aimed at artificially inflating the market price of ProNet's securities. Hype of Purportedly Foolproof Reseller Programs and Motorola Technology to Expand Subscriber Base in 1995 Annual Report 51. In the Letter to Shareholders contained in ProNet's Annual Report for the year ended December 31, 1995, defendants Kimzey and Vucina characterized 1995 as the Company's "best year in ProNet's 14-year history." (Letter to Shareholders at 1). 52. Defendants emphasized the advantages of the acquisition of Teletouch and the nationwide license from Motorola: Late Breaking News. We recently announced the signing of a definitive agreement with Motorola Inc. for the transfer of Motorola's nationwide license and associated system equipment. This nationwide frequency will be used to further strengthen our regional presence, expand into new markets and provide a system to support strategic marketing alliances. In addition, we announced a definitive merger agreement with Teletouch Communication, Inc. The combined entity will serve more than 1.4 million subscribers and form contiguous coverage in the Southern U.S. reaching from Texas to Florida. The merger with Teletouch and the acquisition of the nationwide license demonstrates ProNet's strength as a major presence in the industry. We expect both transactions to close later in 1996. (Annual Report at 3). 53. Furthermore, defendants stressed that the reseller incentive programs would both improve margins and enable the Company to maintain large numbers of subscribers: 15
As marketeers, we are surpassing the inefficiencies and low margins built into the industry's traditional distribution systems by attracting and keeping top resellers. We have initiated two innovative programs that will build strong partnerships, set performance goals, improve support and provide resellers substantial rewards for success as resellers add and keep large numbers of subscribers. In addition we are rethinking the direct marketing of paging services by refocusing on medical and commercial paging applications and by taking a new approach to retailing. As visionaries, we are forming strategic alliances with other providers of paging and special services to make these available to our subscribers as customer demand and return on investment warrant. (Letter to Shareholders at 3) (italics in original) (underscoring added). 54. In the Annual Report, defendants assured investors ProNet's retailer incentive program rendered "obsolete" competition for resellers and consequent "demands" by resellers for concessions: Redefining Reseller Channels of Distribution with Two Innovative Incentive Programs. A good paging reseller is worth its weight in gold - or maybe more. ProNet certainly believes this and is rolling out two pioneering distribution incentive programs to stimulate our resellers to outperform themselves. Paging resellers are businesses that buy blocks of airtime at wholesale prices from paging companies like ProNet and sell the service to subscribers. Paging providers like the system because resellers bear the cost of acquiring subscribers (either directly or through retail channels) as well as bill, collect and service the pagers. For our part, we provide reliable, high-quality paging transmissions at a competitive cost to the end user. (Some 57% of our pagers in service are held by the resellers, while direct sales and retail distribution make up the remaining 43%.) On the negative side, many resellers offer their customers steep discounts and therefore demand the same and other concessions from paging providers. Special packages offered by competing service providers encourage resellers to shift business towards the 16
company with the "special of the month" which can make growth of provides very unpredictable. ProNet's new strategy renders these traditional relationships obsolete with contractual incentive programs that allow both parties to win. One new incentive program, Pinnacle, is designed for the 20 largest and best among our existing and prospective resellers. In the for of a purchasing agreement and performance contract, Pinnacle requires resellers to add 1,200 units a month for a 36 month period and retain the units added for a period of 24 months thereafter. If they achieve this goal they get preferential pricing and select 24 hour personal support. At the end of the required 60 months, in recognition of their part in helping ProNet grow, they become ProNet shareholders! This program gives our larger resellers the opportunity to build personal wealth through ownership in ProNet and puts our interests and theirs on the same tack, pulling in the same direction. Our other new program, Preferred, is designed for smaller resellers. Signing up renewing one-year contracts for different levels, of commitment (250, 500 or 750 pagers) gives the reseller pages a more competitive price, airline miles, Alliance Channeling) channeling smaller resellers through the preferred partner) and , ever December, no bill if they renew for the next year. (Annual Report at 9-10) (italics in original) (underscoring added). 55. The Annual Report continued to hype the reseller "partners": WE WANT PRONET RESELLERS TO BE OUR PARTNERS. With more than half of our pagers in service through resellers, we are enhancing these relationships with two exciting new incentive programs. Pinnacle challenges our largest resellers to add 1,200 units a month. (Achieving this goal yields preferential pricing and other perks.) Maintain this performance over 60 months, and they will become ProNet shareholders. The Preferred program commits participants to on-year contracts for different levels of unit sales. The rewards: pagers at a more competitive price, airline 17
miles, Alliance Channeling (channeling smaller resellers through Preferred partners) and every December, no bill if they renew for the next year. (Annual Report at 10) 56. In the Letter to Shareholders, defendants also touted the acquisition of new technology to support an expanded subscriber base: As managers, we are expanding into five new markets areas where ProNet previously had no commercial spectrum or was represented solely by our medical paging services. These markets include Philadelphia, San Diego, Tampa, Orlando and Miami/Fort Lauderdale. WE are converting all major ProNet networks to Motorola's FLEX, an advanced one-way protocol that dramatically increase paging transmission speed, thus allowing us to support a larger subscriber base. (Letter to Shareholders at 3) (emphasis in original). 57. Likewise, the Annual Report forecasted conversion to this technology, which would permit a larger subscriber based, by 1997: FLEX Protocols Benefit ProNet with Increased Capacity. Another initiative in the new phase of our growth strategy is converting ProNet's major paging networks to Motorola's FLEX one-way paging protocols. FLEX more than doubles the paging signal transmission rates of standard protocols which results in greater capacity on the system. This allows us to load more subscribers on the system without sacrificing our quality of paging service. FLEX an be employed simultaneously with the older protocols, thus allowing us to make the conversions without sacrificing services or inconveniencing resellers and subscribers. All our major networks will be converted to FLEX by the end of 1997. (Annual Report at 8-9). 18
Misleading Statements and Nondisclosures in $100,000,000 Offering Documents 58. Its stock price having been hyped, on May 30-31, 1996, ProNet successfully completed both the Secondary Equity Offering and Senior Note Offering, raising approximately $220,000,000 before underwriter commissions and fees. (Stock Prospectus at 1; Note Prospectus at 1). 59. The Prospectus and Registration Statement incorporated by reference numerous of ProNet's filings with the SEC, including the 1995 Annual Report and Form 10-K, and the Form 10-Q for the first quarter ended March 31, 1996. (Stock Prospectus at 62). 60. The Prospectus and Registration Statement governing the Secondary Equity Offering touted the Company's reseller program, describing it as a successful and a key component of ProNet's growth strategy. The Offering documents gave no hint that ProNet was suffering pricing pressures from increased competition in its reseller program, that competitors had consequently lowered prices in December 1995, or that resellers had demanded lower prices in response to competitors' offers. 61. The Stock Prospectus and Registration Statement touted the reseller program as a key component of the Company's growth and acquisition strategy, without disclosing any problems with the Company's three phase development plan: The Company's strategy seeks to capitalize on the critical mass of subscribers, broad spectrum resources, distribution capabilities and marketing expertise that the Company has built since the initiation of its three-phase growth plan in 1993. The objective of the 19
Company's strategy is to enhance the Company's position as a leading provider of wireless messaging services and to accelerate the Company's growth on subscribers and cash flow. Key elements of the Company's strategy include . . . (iv) increasing penetration of selected distribution channels, primarily reseller and retail, through the development of innovative marketing programs. (Stock Prospectus at 4). 62. Even though the reseller program impaired ProNet's cash flow (as admitted a mere three weeks later, as discussed below), the Stock Prospectus and Registration Statement emphasized the cash flow benefits associated with using resellers to distribute pagers: RESELLERS. In addition to offering paging services directly to end users, the Company also provides commercial paging services indirectly through marketing agreements with resellers. The use of this channel allows the Company to broaden its distribution reach as rustlers generally market to segments of the population that could not be cost efficiently targeted by the Company's direct sales force or retail channels. (E.G., [sic] certain small businesses, ethnic groups or individual consumers). Typically, the Company offers these resellers paging services in bulk quantities at wholesale monthly rates that are lower than the Company's regular rates through its direct sales channel. The Company's costs of handling and billing such reseller accounts are generally lower on a per pacer basis than the costs of handling and billing its other accounts. As a result, this sales channel generates attractive incremental cash flow an enables the Company to increase operating efficiencies and to lower per unit cost by amortizing its network infrastructure investment over a larger subscriber base. In addition, because reseller bear the economic burden of pacer capital investment, direct selling expense and certain administrative costs, management believes that the resulting cash flow stream from pagers serviced through resellers represents an attractive return on the Company's total capital investment. Reseller units represent approximately 51% 20
of the Company's subscribers on a pro forma basis at March 31,1996. (Stock Prospectus at 31) (emphasis added). 63. In addition, the Stock Prospectus and Registration falsely portrayed the success of the two reseller incentive "partner" programs, which resulted in "exclusive" "one-year" and "five-year" contracts with resellers and "generate predictable cash flows": RESELLER PROGRAMS AND ALLIANCES. The Company recently unveiled two innovative new programs aimed at creating close ties with its resellers, maximizing penetration and minimizing churn in the reseller channel. The "Pinnacle Partner" program targets the country's largest resellers who can generate at least 1,200 net subscriber additional per month and the "Preferred Program" is aimed at smaller resellers generating up to 750 net subscriber additional per month. The purpose of these programs is to capitalize on the Company's traditional strength in the reseller channel by entering into one-year and five-year distribution contracts with reseller that encourage the resellers to use ProNet exclusively through preferential pricing, administrative and systems support and, for resellers in the Pinnacle Partner program, participation in the Company's equity. These programs are intended to commit resellers to ProNet, accelerate subscriber growth, create distribution alliances for all products and services and generate predictable cash flows. (Stock Prospectus at 31). 64. Continuing to tout the success of the third phase of ProNet's growth strategy, the Stock Prospectus and Registration Statement characterized the reseller incentive program as "effective and profitable", providing "guaranteed" revenues: Phase III, initiated in the fourth quarter of 1995, seeks to capitalize on the critical mass of subscribers and the spectrum, distribution resources and marketing expertise that the Company has built to date. Management believes that the execution of Phase 21
III will solidify the Company's position as a leading provider of wireless messaging services and will result in an accelerated growth in subscribers and cash flow. Key elements of the Company's strategy are outlined below . . . INCREASED PENETRATION OF SELECTED DISTRIBUTION CHANNELS. ProNet utilizes a variety of distribution channels including resellers, a direct sales force and company-operated retail stores. . . . The Company focuses on developing innovative marketing programs in what management believes are the most effective and profitable distribution channels. Recent initiatives have placed particular emphasis on rapidly growing consumer segment of the market. Developments have included . . . the initiation of the highly innovative "Partners Program" designed to promote exclusivity and guaranteed sales levels in the reseller channel. (Stock Prospectus at 39). 65. Although resellers had already begun to demand lower prices in response to competitors offers, negatively impacting the Company's cash flow and profitability (as admitted a mere three weeks later, as discussed below), the Stock Prospectus and Registration Statement falsely implied that it should break even unless the possible need to provide discounts arose: Product sales and costs are also likely to increase as the business mix shifts in favor of COME units. The company's objective is to break even on product sales, but it may selectively offer discounts due to promotional offers or competitive pressures. (Stock Prospectus at 25). 66. Additionally, the Stock Prospectus and Registration Statement falsely described the availability of supplies, and did not disclose any existing problems in obtaining necessary inventories (which, as discussed below, were revealed a mere three weeks after the Offerings): 22
The Company buys pagers primarily from Motorola. . . . To date, the Company has not experienced significant delays in obtaining pagers, terminals or transmitters. . . . [T]he Company believes that sufficient alternative sources of pagers, terminals and transmitters exist. (Stock Prospectus at 10) (emphasis added). 67. ProNet's Stock Prospectus and Registration Statement failed to disclose the following material facts, inter alia: (a) they failed to correct the statements in the 1995 Annual Report that ProNet's reseller incentive programs had rendered "obsolete" competition for resellers and consequent "demands" by resellers for concessions; (b) they omitted to state that competitors such as PageNet, MobileMedia and MobileComm had lowered their prices in December 1995 to vie for ProNet's reseller customers; (c) they omitted to state that ProNet had to reduce prices to resellers to maintain their business; (d) they omitted to state that notwithstanding the lowering of prices, ProNet still lost reseller customers to competitors; (e) they omitted to state that ProNet's cash flow, revenues and profitability had been impacted by responses of competitors to the Company's reseller incentive program, and the response of resellers to competitors' offers; (f) they failed to correct the statements in the Annual Report that conversion to Motorola's FLEX technology would be completed by the end of 1997 and would yield an increased subscriber base. 23
68. These omitted material facts rendered the Stock Prospectus and Registration Statement false and misleading because, by May 30, 1996, defendants knew and/or recklessly disregarded that: (a) the Company's competitors had in fact lowered prices and in response, resellers had demanded concessions from ProNet; (b) the Company's cash flow, sales and profitability had been negatively impacted by the need to make concessions to resellers; (c) ProNet's ability to complete contemplated acquisitions was hindered; (d) ProNet's ability to attain market share and continued expansion was impaired and unlikely; (e) ProNet's ability to convert to Motorola's FLEX technology and consequent increase in subscriber capacity was impeded by the unavailability of the technology. 69. The affirmative statements in ProNet's Stock Prospectus and Registration Statement were materially false and misleading in the following manner: (a) the statements in paragraphs 61 and 62 indicated that use of reseller distribution channels and reseller incentive programs generated a positive cash flow, when, in fact, they impaired cash flow; (b) the statement in paragraph 62 indicated that use of reseller distribution channels and reseller incentive programs 24
increased the Company's subscriber base, when, in fact, they caused the Company to lose reseller customers and thereby decreased the subscriber base; (c) the statement in paragraph 63 indicated that contracts with resellers were "exclusive" and had "one-year" or "five-year" terms and would "generate predictable cash flows", when, in fact, resellers had demanded concessions from ProNet, fled to competitors, and caused decreased cash flows; (d) the statement in paragraph 64 indicated that the reseller incentive programs were "effective and profitable", providing "guaranteed" revenues, when in fact, resellers had demanded concessions from ProNet, fled to competitors, and caused decreased cash flows and revenues; (e) the statement in paragraph 65 indicated that the Company should break even unless the possible need to provide discounts arose, when, in fact, the demand for concessions had already occurred and negatively impacted profitability; (f) the statements in paragraphs 66 and 67, contained in the Annual Report and incorporated by reference in the Prospectus and Registration Statement, indicated that the reseller incentive programs had rendered reseller "demands" for "concessions" and competitive pressure "obsolete," when, in fact, competitors had lowered prices in successful attempts to draw reseller customers from ProNet, and consequently, resellers had demanded price concessions from ProNet. 25
Post-Offering Statements 70. Defendants continued to conceal the competitive pressures on the reseller business or problems with Motorola, and instead continued to assure the market that expansion would continue. 71. On or about June 17, 1996, defendant Gaulding touted the amendment of a credit facility as providing: additional resources to continue our growth strategy. . . . The increased credit facility, coupled with our recently completed debt and equity offerings, position us well financially for additional growth and expansion. (Business Wire, June 17, 1996). Disclosure of Falsity of Prospectus and Registration Statement 72. In a stunning turnaround only three weeks later, defendants for the first time revealed that defendants disclosed in response to competitors' prices, resellers had defected from ProNet, or demanded lower prices to remain with the Company. This resulted in decreased cash flow and earnings for the Company. 73. On or about June 21, 1996, defendants announced that ProNet's second quarter 1996 earnings before other income (expense) taxes, depreciation and amortization (EBITDA) were expected to be in the range of $5.3 million to $5.7 million, lower than the $6.2 million EBITDA for the first quarter of 1996. Net revenues were expected to be flat compared with the first quarter. (Business Wire, June 21, 1996). 26
74. In sharp contrast to statements made only three weeks earlier in the Stock Prospectus and Registration Statement, defendant Kimzey disclosed: The unanticipated competitive response to our partners program with our resellers has been dramatic in the marketplace, particularly as the implementation of the program has accelerated over the last several weeks. This competitive pricing pressure downward had resulted in the decrease in the Company's EBITDA and lack of net revenue growth in the short term. As a result, EBITDA for the remaining quarters of 1996 is expected to be flat or slightly down as compared to anticipated second-quarter results, before including the financial results of the nation-wide license acquisition and the Company's four pending acquisitions expected to close in September and October 1996. (Business Wire, June 21, 1996). 75. Defendant Gaulding explained that the company had made agreements with paging-service resellers to offer ProNet services at discounted prices and other incentives. In exchange, the resellers made long-term commitments with ProNet. However, some resellers already had a substantial number of paging customers who signed up with ProNet at the old price, but wished to obtain the discounted price for those customers. This resulted in decreased revenue to the Company. (The Dallas Morning News, June 22, 1996). 76. Similarly inconsistent with statements made in the Offering documents, defendants also attributed the Company's financial problems on the acquisition of a paging license and equipment from Motorola. (The Wall Street Journal, June 24, 1996). 27
77. The business next day, analysts revealed that ProNet expected resellers to sign exclusive agreements under the two incentive programs without asking for lower prices. However, resellers threatened to turn to ProNet's competitors unless they received lower prices than were offered by ProNet and their existing customers were switched to ProNet at the lower price. (Dow Jones News Service, June 25, 1996). 78. Defendants' astonishing announcement caused the market price of ProNet's common stock to plummet from the offering price of $25.00 per share on May 30, 1996 to close at $11.50 per share on Friday, June 21, 1996 on volume of 3,520,200 shares, and fell further to close at $11.325 on Monday, June 24, 1996 on volume of 1,653,500 shares FIRST CLAIM FOR RELIEF (For Violations of Section 11 of the Securities Act) 79. Plaintiff repeats and realleges paragraphs 1-78 as if fully set forth herein. 80. Defendants issued, caused to be issued, participated in the issuance of, and/or signed the Registration Statements and Prospectuses described herein. 81. At the time the Offerings became effective, the Regis- tration Statements and Prospectuses contained false and mislead- ing statements of material facts and omitted facts necessary in order to make the statements made, in light of the circumstances under which they were made, not misleading, as set forth above, in violation of Section 11 of the Securities Act. 28
82. As a result of said violation of Section 11 of the Securities Act, plaintiff and the members of the Class have suffered substantial damages, for which the defendant is liable. 83. As required by Section 13 of the Securities Act, this cause of action is being brought within one year of plaintiff's discovery of the false and misleading statements and material omissions alleged herein, or after such discovery should have been made by the exercise of reasonable diligence, and within three years after the shares of ProNet's securities were bona fide offered to the public. SECOND CLAIM FOR RELIEF (For Violations of Section 12(2) of the Securities Act) 84. Plaintiff repeats and realleges paragraphs 1-83 as if fully set forth herein. 85. The defendants herein were statutory sellers of ProNet's securities. Furthermore, they were substantial, necessary participants and substantial factors in the sale of ProNet securities to the investing public and they conspired with one another in connection with the preparation of the false and misleading Registration Statements and Prospectuses used in conjunction with the sale of ProNet's securities. 86. Each of the defendants owed to the Purchasers of ProNet securities, including plaintiff and the members of the Class, the duty to make a reasonable and diligent investigation of the statements contained in the Registration Statements and Prospec- tuses to ensure that said statements were true and that there was 29
no omission of material facts necessary to be stated in order to make the statements contained therein not misleading. These defendants knew, or in the exercise of reasonable care should have known, of the misstatements and omissions of material facts contained in the Registration Statements and Prospectuses and set forth above. As such, each of the defendants is liable to plaintiff and the members of the Class. 87. None of the false and misleading statements and omis- sions contained in the Registration Statements and Prospectuses, as alleged herein, were known to plaintiff and the members of the Class at the time they purchased shares of ProNet securities, and in the exercise of reasonable care could not have been known by them. 88. The defendants offered and sold ProNet securities by the use of means of instruments of transportation or communi- cation in interstate commerce or the United States mails, by means of a prospectus or oral communication, which included the untrue statements or omissions of material facts as particular- ized above. Said securities could not and would not have been marketed to the investing public but for the false and misleading Representations and Statements. 89. By reason of the conduct alleged herein, the defendants actively participated in the sale of securities to plaintiff and the members of the Class and violated Section 12(2) of the Securities Act. As a direct and proximate cause of these 30
defendants' wrongful conduct in selling securities of ProNet, plaintiff and the Class have suffered injuries. THIRD CLAIM FOR RELIEF (For Violations of Section 15 of the Securities Act) 90. Plaintiff repeats and realleges paragraphs 1-89 as if fully set forth herein. 91. Defendants, by reason of their duty to ProNet and the investing public, and their control of ProNet and its statements, and by reason of their acts as described herein, controlled ProNet within the meaning of Section 15 of the Securities Act. 92. Defendants thus violated Section 15 of the Securities Act and are liable for the acts of ProNet which caused damages to plaintiff and the Class. FOURTH CLAIM FOR RELIEF (For Violation of the Texas Securities Act) 93. Plaintiff repeats and realleges the allegations of paragraphs 1 - 92 above as if fully set forth herein. 94. The misrepresentations and omissions referred to above constitute violations of sections 33 of the Securities Act of Texas, V.A.T.S., art. 581-33 (the "Texas Securities Act"), which provides in part as follows: A. Liability of Sellers . . . . (2) Untruth of omissions. A person who offers or sells a security . . . by means of an untrue statement of a material fact or an omission to state a material fact necessary in order to make the statements made, in the light of the circumstances under which they are made, not misleading, is 31
liable to the person buying the security from him, who may sue either at law or in equity for rescission, or for damages if the buyer no longer owns the security. . . . (i) By virtue of conduct as described above, and art. 581-33(D)(1) of the Texas Securities Act, defendants are primarily liable to plaintiff and the Class for rescission, for which plaintiff and the Class hereby sue. Furthermore, pursuant to art. 581-33(D)(6) and (7) of the same Act, plaintiff and the Class may also recover their reasonable attorneys' fees and costs, for which plaintiff and the Class hereby sue. FIFTH CLAIM FOR RELIEF (Control person and Aider Liability Under the Texas Securities Act) 95. Plaintiff repeats and realleges the allegations of paragraphs 1 - 94 above as if fully set forth herein. a. Section 581-33(F)(1) and (2) of the Texas Securities Act provides as follows: F. Liability of Control Persons and Aiders. (1) A person who directly or indirectly controls a seller, buyer, or issuer of a security is liable under section 33A, 33B or 33C jointly and severally with the seller, buyer, or issuer, and to the same extent as if he were the seller, buyer, or issuer, unless the controlling person sustains the burden of proof that he did not know, and in the exercise of reasonable care could not have known, of the existence of the facts by reason of which the liability is alleged to exist. (2) A person who directly or indirectly with intent to deceive or defraud or with reckless disregard for the truth or the law materially aids a seller, buyer, or issuer of a security is liable under Section 33A, 33B, 32
or 33C jointly and severally with the seller, buyer, or issuer and to the same extent as if he were the seller, buyer, or issuer. 96. Defendants committed a primary violation of the Texas Securities Act for the reasons set forth above. 97. Plaintiff and the Class allege that the defendants are controlling persons and aiders within the meaning of the foregoing statute and, therefore, that they are liable for ProNet's violation of art. 581-33 as described above. Therefore, defendants are liable to plaintiff and the Class for rescission, attorneys' fees and costs, for which plaintiff and the Class now sue. WHEREFORE, plaintiff, on his own behalf and on behalf of the Class, prays for judgement as follows: A. Declaring plaintiff to be a proper class representative and this action to be a proper class action; B. Awarding plaintiff and all other members of the Class damages against all defendants jointly and severally in an amount which may be proven at trial, together with prejudgement interest thereon; C. Awarding plaintiff legal fees and expert fees, together with interest, cost and disbursements; and D. For such other relief as to this Court appears just and proper. 33
Dated: June 27, 1996 KILGORE & KILGORE /s/ By: _________________________ Roger F. Claxton State Bar No. 04329000 Robert J. Hill State Bar No. 09652100 700 McKinley Place 313 McKinley Avenue - LB-103 Dallas, Texas 75204-2471 (214) 969-9099 Attorneys for Plaintiffs OF COUNSEL: SCHOENGOLD & SPORN, P.C. Samuel P. Sporn, Esq. Joel P. Laitman, Esq. 233 Broadway New York, New York 10279 (212) 964-0046 34
CERTIFICATION STATE OF NEW YORK ) )ss: COUNTY OF NEW YORK ) I, Marc S. Werner being duly sworn according to law, hereby state: 1. I have reviewed the complaint and authorized its filing. 2. I did not purchase ProNet stock at the direction of plaintiff's counsel or in order to participate in any private action arising under the Securities Act or the Securities Exchange Act. 3. I am willing to serve as a representative party on behalf of a class, including providing testimony at deposition and trial, if necessary. 4. During the Class Period specified in the Complaint, I made the following transactions in ProNet securities: (a) On or about May 30, 1996, plaintiff purchased 5,000 shares of ProNet common stock on the Secondary Equity Offering pursuant to the Stock Prospectus and Registration Statement at a price of $25.00 per share. (b) On or about June 6, 1996, plaintiff sold 2,000 shares of ProNet common stock at a price of $23.875 per share. 5. During the three years preceding today, I have never served as a representative party on behalf of any class of shareholders. 35
6. I will not accept any payment for serving as a repre- sentative party on behalf of a class beyond my pro rata share of any recovery, except as ordered or approved by the Court in accordance with the Securities Act and the Securities Exchange Act. /s/ ________________________ MARC S. WERNER Sworn to and subscribed before me on this 26th day of June, 1996 /s/ Notary Public, State of New York
3 Aug 1997